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Kimberly DeCarrera, DeCarrera Law

January 30, 2023 by John Ray

North Fulton Business Radio

Kimberly DeCarrera, DeCarrera Law

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Kimberly DeCarrera, DeCarrera Law (North Fulton Business Radio, Episode 604)

If you have questions about the FTC proposed regulation to ban non-compete agreements, this episode is for you. Kimberly DeCarrea, Founder and Principal at DeCarrera Law, joined host John Ray on this episode of North Fulton Business Radio to share how she serves as an Outside General Counsel for her business clients. In addition to her perspective on the FTC proposal, Kimberly shared some steps a business should take in response, as well as different legal trends in 2023, the obligations businesses can have regarding unclaimed property, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

DeCarrera Law

You are looking for a strategic partnership in a lawyer. Anyone can read and advise on your contracts. But who will tell you whether this contract is a good idea or not?

DeCarrera Law brings together the disciplines of law and accounting to provide clients with customized plans to reduce risk, resolve historical liabilities, and ultimately to be profitable moving forward.

The intersection of law and accounting provides a unique balance between corporate legal and accounting departments to find solutions that might not otherwise be available to practitioners of only one discipline.

Website | LinkedIn

Kimberly DeCarrera, Outside General Counsel, DeCarrera Law

Kimberly DeCarrera is an attorney serving clients as Outside General Counsel at DeCarrera Law, LLC. As Outside General Counsel, she does everything that an in-house general counsel would do, but on a part-time or fractional basis. By serving multiple clients at once, you get insights from other businesses and best practices from across different industries. It also doesn’t cost as much as a full-time attorney in-house, which is great for new startups and high-growth mid-market companies that don’t have a need for full-time attorneys.

She has worked in-house in logistics and professional services firms. She is a graduate of Georgia State Law and Georgia State Robinson College of Business with a Masters in Tax. She also has a degree in Management from Georgia Tech.

When not practicing law and advising clients, Kimberly is a big Georgia Tech fan and can be found at football, baseball, or basketball games. Often tailgating in an RV. She runs RV Tailgate Life – a travel and sports website. She also recently adopted a rescue beagle named Layla.

LinkedIn | Twitter

Questions and Topics in this Interview

Non-competes and FTC proposals
Starting and growing businesses in 2023
Legal trends in 2023
Business processes and procedures
Unclaimed property
Running blogs/online businesses

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Jeb Butler, Butler | Kahn

January 9, 2023 by John Ray

North Fulton Business Radio

Jeb Butler, Butler | Kahn

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Jeb Butler, Butler | Kahn (North Fulton Business Radio, Episode 595)

Jeb Butler, Partner with Butler | Kahn, joined host John Ray on this episode of North Fulton Business Radio. He discussed how Butler | Kahn is different than other personal injury law firms that engage in endless advertising, what to look for when selecting a personal injury attorney, how he views personal injury law as a way to help people when they are in critical need, success stories, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Butler | Kahn

Some law firms take in huge numbers of cases, then settle them for less money than they should. Not Butler | Kahn. They take a small number of cases, then deliver maximum value for each of their clients. They turn away more cases than they accept as that ensures every client they have the honor of representing gets their closest attention. If you call Butler | Kahn and they’re unable to take your case, they can almost always connect you with another law firm that can help.

Website | Facebook | Instagram | Twitter | LinkedIn

Jeb Butler, Partner, Butler | Kahn

Being a lawyer isn’t about flash and glory. Winning a case for your client takes work, focus, and discipline. The made-for-TV moments are few and far between. Winning your client’s case means doing the little things right, from the first time you shake your client’s hand until you hand them a check.

Winning doesn’t depend on a single moment of creative brilliance – it isn’t that easy. Winning means grinding it out. Winning means digging deep into the facts before the case is filed, pressing the defense to turn over the evidence, crafting unanswerable deposition questions, revising your briefs until they are perfect, and obsessively preparing for trial. Winning also requires confidence and execution, but there are many lawyers who can do that.

What sets Jeb and our firm apart is what nobody ever sees. It’s the unglamorous grunt work. It’s reviewing hundreds of thousands of documents to find the one smoking gun. It’s the little things that he does over the months and years that a case is pending. As Jeb’s father has long said, you build a case like you build a house – one brick at a time. It’s not about flash and glory.

Jeb likes being a lawyer. That isn’t true of all lawyers – there are many who would rather be doing something else. But you can’t work as hard as Jeb does or build a firm like this one unless you like what you’re doing. Jeb likes helping people. He likes the intellectual challenges that practicing law brings. But if you ask him, he’ll usually admit that even more than that, he likes beating adversaries who deserve to be beaten and winning cases that bring about change.

Jeb says that he has been lucky to work on several cases that have made systemic changes. He was part of the trial team that won a $150,000,000 verdict in a product liability case after Chrysler put the gas tanks in certain Jeeps right next to the rear bumper – which no manufacturer does anymore. He handled a police chase case that resulted in policy changes to better protect innocent lives. He has worked on cases involving a hospital chain that regularly falsified its medical records to get more money from Medicare and he won a $500,000 verdict on behalf of a woman who had been sexually abused by her pastor for nearly a decade and whom the pastor had publicly accused of lying. Other case results that can be publicly disclosed include a $45,000,000 settlement in a motorcycle accident case, a $3,973,260 settlement after a boating accident, and a $1,250,000 settlement in a pedestrian case. He has obtained several other multimillion-dollar

Questions and Topics in this Interview

How are you different than gimmicky advertisements from personal injury lawyers on radio, TV, and billboards?
If you ask lawyers why they do what they do, they almost always say they want to help people. Do you really think you can help people, or is it all about the money?
How should someone pick a personal injury lawyer?
Is there really that big of a difference between one personal injury firm to the next?
What if a client doesn’t want to go to trial, but wants to settle out of court, can any lawyer handle that?
If a client hires you and doesn’t like you, can they fire you?
Do you like your job?

Elizabeth and Stephen Lewis, Stephen R Lewis Attorneys at Law, Sonja Gunter, Senior911, Tara Winslow, Winslow Real Estate Professionals, and Anne Mullenax, Doodle Pies

September 16, 2022 by John Ray

Family Business Radio

Elizabeth and Stephen Lewis, Stephen R Lewis Attorneys at Law, Sonja Gunter, Senior911, Tara Winslow, Winslow Real Estate Professionals, and Anne Mullenax, Doodle Pies

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Elizabeth and Stephen Lewis, Stephen R. Lewis Attorneys at Law, Sonja Gunter, Senior911, Tara Winslow, Winslow Real Estate Professionals, and Anne Mullenax, Doodle Pies (Family Business Radio, Episode 36)

On this episode of Family Business Radio, host Anthony Chen filled the studio with accomplished business owners. Elizabeth and Stephen Lewis discussed their real estate and estate planning law practice and how they work together as a married couple. Sonja Gunter shared the story of how her passion for those who struggle with dementia informs her business, Senior911. Tara Winslow related how a corporate career she found unfulfilling led to a real estate practice in which she revels in serving people. Finally, Anne Mullenax discussed how she and her husband conceived the idea of their recently opened business, Doodle Pies.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Elizabeth and Stephen Lewis, Stephen R. Lewis Attorneys at Law

Stephen R. Lewis, Attorneys at Law is a real estate and estate planning firm with offices in Suwanee and Lawrenceville. Partners Steve Lewis and Elizabeth Lewis, each have over 20 years of real estate and estate planning experience.

Elizabeth graduated from the University of Georgia School of Law in 1999 and has been a real estate and estate planning attorney since then. She opened Elizabeth A Lewis, LLC in 2004 which later became Stephen R. Lewis, Attorneys at Law.

You can reach them at 770.605.9809 or by email.

Senior911

Answering the urgent call for families faced with the challenge of caring for a loved one at home is what we’re all about at Senior911. As your premier source for compassionate senior home care servicing Gwinnett, North Fulton, Dekalb, Forsyth, and Oconee, GA, we are a nurse-owned and -operated private-duty home care provider licensed in Alabama, Georgia, and Missouri. Whether your loved one needs assistance with meal preparation, medication reminders, concierge service, or skilled nursing services, we have you covered.

With 19 years of experience, our staff is dementia-certified and takes a holistic approach to every service. All of our clients are treated with dignity, kindness, and respect. Contact us today for peace of mind that your loved one is safe and cared for in their home!

Website | Facebook

Sonja Gunter, CEO/Nurse Administrator, Senior911

Sonja Gunter is a veteran nurse, dementia expert, and the owner of 3 Senior Industry related companies. Senior911, Angel911 Inc, and Dementia911. Sonja seeks to serve seniors in their home with private duty home care via Senior911, educate and train staff with Dementia911 and give back to families by providing financial resources through Angel911 Inc.

When Sonja is not helping seniors and studying to stay on top of the latest dementia trends and information, she is a wife, mother, and grandmother of five.

Tara Winslow, Realtor & Business Owner, Winslow Real Estate Professionals

Prior to following her passion in residential real estate, Tara spent twelve years in corporate America as a top Sales Executive at several Fortune 500 companies including The Coca-Cola Company, AT&T Business and PGi (formerly Premiere Global Services). In her last position at PGi, selling SAAS (software as a service) technology, she finished 2011 as the #1 Sales Executive across the company in sales production.

As a native Atlantan, she has vast insight in the Atlanta Real Estate Market. Tara resides at Keller Williams Realty Peachtree Road office in Brookhaven. She loves being a business owner which allows her to help make decisions important to her clients. Tara is passionate about helping her clients build wealth through real estate. She is committed to her clients, values long-term relationships and strives to exceed expectations. She has a deep understanding of the real estate process and knows what it takes to get her clients into the home of their dreams. Tara takes pride in her business and earns the trust of her clients who call on her for advice.

Winslow Real Estate Professionals has held its license at Keller Williams Realty Peachtree Road in Brookhaven for over 9 years where the office sells over $1 billion in real estate every year across Metro Atlanta.

Company website | LinkedIn

Doodle Pies

Doodle Pies is a new concept pie shop where personal-sized savory and sweet options are available ready-made and made to order. Cooking is rapid and flavors are customizable. Doodle Pies offers a nice fast casual dining experience where one is able to dine in or order to-go. There is a selection of cold and hot sweet pies along with a savory Chicken Pot Pie and customizable quiche made to order. Cook times vary from four to six minutes. Local coffee is also an offering at Doodle Pies.

Company website | Facebook | Instagram | Twitter

Anne Mullenax, Co-Owner, Doodle Pies

Anne Mullenax is one of the owners of Doodle Pies, along with her husband Eric Mullenax. As owner, many hats have to be worn. The roles have naturally split between the husband and wife team. Anne is the marketing and sales of Doodle Pies along with manager and pie maker. Previously she had ran a smaller business, Kiree Soaps where she was soap maker and seller at craft shows in and around the Atlanta area.

Her most prized experience is as mom to her two children Isaiah and Ruby.

Anthony Chen, Host of Family Business Radio

**Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”**

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Ron Bracewell, BatesCarter, and Grant Brim, Brim Law, LLC

July 14, 2022 by John Ray

North Fulton Studio

Ron Bracewell, BatesCarter, and Grant Brim, Brim Law, LLC

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Ron Bracewell, BatesCarter, and Grant Brim, Brim Law, LLC (ProfitSense with Bill McDermott, Episode 34)

Host Bill McDermott was joined by two superb guests on this edition of ProfitSense. Ron Bracewell of BatesCarter discussed business valuation from his perspective as a CPA. Ron covered how a valuation can be used in planning an exit, issues a business owner needs to consider in getting a valuation, and more. Business attorney Grant Brim also joined the show to discuss various legal problems he’s seeing among small businesses today, including trademark infringement. Finally, Bill closed with a commentary on key performance indicators.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

BatesCarter

BatesCarter is a full-service firm founded in 1962, offering traditional accounting, tax and audit services, enhanced with a range of advisory, valuation and consulting services. Their clients are closely held businesses, not-for-profit organizations, government entities and individuals.

They are uniquely experienced and trained to assist clients at every stage of growth, helping them reach their goals and build value, now and in the future. Just like their clients, they are business people, sharing the same challenges and facing the same decisions their clients do. They know that the financial decisions their clients make today will shape their future.

For that reason, they are dedicated to doing their very best every day. As trusted advisors they know that their clients rely on them for timely, relevant guidance. They look forward to exceeding expectations. Always.

Company website | Facebook | LinkedIn

Ron Bracewell, CPA, APV, Managing Partner, BatesCarter

Ron Bracewell is a CPA with nearly 40 years experience in a variety of areas of public accounting including audit, tax and consulting. He is also Accredited in Business Valuation (ABV) recognizing his substantial experience and knowledge in valuations of closely held businesses.

In addition to his technical responsibilities to his clients, he is the Managing Partner of BatesCarter attending to its administrative and strategic needs. Much of Ron’s time is devoted to his clients’ business transfer challenges including estate, gift and valuation consulting for succession planning as well as M&A consulting for sales of entire companies or controlling interests.

Ron and his wife, Susan, just celebrated their 35th anniversary and are the proud parents of 3 sons. They are also blessed with 2 grandsons. Over his career, he has held a variety of leadership positions in community, religious, and business organizations.

When not working or volunteering, he enjoys golf, guitar, and of course, grandchildren!

Brim Law, LLC

Brim Law represents businesses throughout the state of Georgia as their outsourced in-house counsel. The firm’s services cover a variety of issues, including consultation and document preparation, employment relationships, vendor agreements, general contract review, asset purchases, mergers, and brand protection, to name a few.

Brim Law strives to provide the highest quality legal representation to each and every client. The firm works closely with its clients to answer their questions, explain their rights and obligations, and ultimately to protect their interests.

Company website | Facebook | LinkedIn

Grant Brim, Founder, Brim Law, LLC

Grant Brim is a business attorney in Roswell, and the founder of Brim Law, LLC. Grant has been in practice for fifteen years and started his firm in 2011. After graduating from Georgia State University Law School in 2007, Grant practiced primarily as a litigator for several years. His litigation experience informs his work daily as he understands the mistakes and pitfalls that can expose companies to unforeseen and costly liabilities. Over the years, Grant’s practice evolved from litigating business disputes to helping prevent them in the first place.

His legal services are geared towards helping clients navigate the often treacherous legal landscape that comes with running a business. Grant is focused on providing quality representation to his clients. He appreciates the opportunity to develop relationships with his clients that will endure over the life of their businesses. Grant’s goal is to be a trusted advisor for his clients for the myriad of legal issues that small and medium size businesses face.

Grant has lived in Roswell since 2009 with his beautiful wife and best friend, Elina, and their son, Nathan.

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

Visionary isn’t Ordinary E64

July 29, 2021 by Karen

Phoenix Business Radio

Visionary isn't Ordinary E64

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Visionary isn’t Ordinary E64

In this episode Austin and Landon host Allan Draper, Entreprenuer on Tycoons for the second time. Allan’s first appearance on the show was inspirational, so they were excited to welcome him back and learn more from his past experiences and expertise in entrepreneurship.

Tune in to hear the struggles and benefits of entrusting someone to be your business partner. Partnerships within family and businesses can help you conquer more than you’d be able to on your own. As you listen to Allan discuss partnerships, you will learn his perspective on entrepreneurial visions. Join in on the discussion with Allan, Austin and Landon and take away a different view point.

Allan Draper is a serial entrepreneur, investor, business growth expert, attorney and host of the successful podcast, “The Business Growth Pod.” He specializes in scaling businesses and helping entrepreneurs transform an idea into a thriving business. Through a dedicated approach to business analysis, Draper has contributed to the growth and development of startups in a variety of industries transforming them into multimillion dollar enterprises.

From humble upbringings in a small farming community in Eastern Oregon, Draper had an entrepreneurial spirit and ambition to manage and grow businesses from a young age. He earned a Bachelor of Science in Psychology and minors in Chemistry, Philosophy and Spanish from Brigham Young University before attending Arizona State University Sandra Day O’Connor College of Law where he graduated Cum Laude and served as an editor of the Arizona State Law Journal.

With extensive knowledge of business law, Draper decided to forgo a career as an attorney and joined forces with his brother to build proof. Pest Control, a company dedicated to providing the highest standard of pest management services to homeowners.

The Draper brothers expanded proof. Pest Control to 6 states, more than 50 employees and hundreds of sales representatives after continued success in multiple markets. Serving the community has remained a primary mission for Draper and one of his core values in business. The Drapers founded “proof. Gives Back,” a company-wide initiative dedicated to volunteerism and serving nonprofits across the country.

Draper’s diverse industry experiences led him to become a mentor and coach to business owners and entrepreneurs and his offers business consultations, legal reviews and financial planning services. Draper’s podcast “The Business Growth Pod,” offers listeners advice from CEOs and industry leaders who share their tips and personal experience on marketing, personnel hiring and management, and other aspects related to business operations.

The weekly podcast has received over 10,000 downloads in the first six months with an audience in 40 countries spread across six different continents. Draper’s passion lies in building businesses but above all serving the community. He is a proud father and husband and actively dedicates his time to volunteering in his community.

Connect with Allan on LinkedIn, Facebook and Instagram.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts, Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-3691743-072821

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Interview with Megan Porth and Luke Amargo E11

July 1, 2021 by Karen

Phoenix Business Radio

Interview with Megan Porth and Luke Amargo E11

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Interview with Megan Porth and Luke Amargo E11

This month’s show was unique because it brought together two individuals from very different businesses to talk about a topic they both could relate to. One over 100 years old and the other a PHX-based startup that is in its 5th year of business.

Megan Porth was practically born a conscious capitalist. Her parents and families have always owned businesses and believed in business as a force for good. You can clearly hear in her stories that she gets is and empowers those around her to jump on board. Her business, Your Contract Shop, is making purchasing a contract as easy as a purchase on Amazon.

Luke Amargo is a jack of all trades. He spent the early years of his career starting businesses and winning pitch competitions. He now serves as the Entrepreneur Manager at the Better Business Bureau Pacific Southwest and is on the Navy Reserve. His wide variety of skills and experience has given him the tools he needs to bring innovation to a 100-year-old organization. He’s a believer in conscious capitalism and educates main street entrepreneurs to build their businesses with the 4 tenants in mind.

Tune-in to hear stories from both young and established organizations with learnings you can apply to your work today.

Your Contract Shop is an innovative approach to legal services. With a desire to break down the barriers between attorneys and their clients, Your Contract Shop utilizes the most modern resources to drive the cost of legal services down, while still maintaining the highest level of service. Your Contract Shop’s one goal is to ensure that its clients are protected.

All of Your Contract Shop’s attorneys and paralegals work virtually. That means the client does not have to pay for a pricey law office that the client will never use. By cutting down on one of a law firm’s most expensive pieces of overhead, Your Contract Shop can afford to cut its rates to better fit its clients’ budgeting needs.

Your Contract Shop strives to make seeing an attorney fun! The vision is to create a world where individuals and business owners get the legal advice they need quickly, easily, and affordably. Your Contract Shop utilizes processes, technology, and modern business practices to make legal advice as accessible as buying a book online.

Megan Porth is the founder and managing attorney at Your Contract Shop. Megan was born and raised around entrepreneurs and business people.

From a very young age, she was attending networking events, strategic planning meetings, and marketing seminars. Her passion for helping businesses grow inspired her to go to law school, where she graduated with honors and created and supported a number of school organizations.

Prior to law school, Megan worked as the Business Manager for a software development company, the Deputy Director for a statewide initiative, and a lobbyist for the Arizona Department of Veterans Services.

Additionally, Megan was the Chief Operations Officer of a web-based real estate training company, where she managed hundreds of clients and a full staff of employees. When she’s not working, Megan loves kayaking, camping, and granting wishes through the Make-A-Wish Foundation.

Megan Porth, the principal at YCS, is only licensed in Arizona.

Follow Your Contract Shop on Facebook and Instagram.

Better Business Bureau (BBB) encourages businesses to operate with integrity, and helps consumers choose companies and charities they can trust. Businesses earn BBB Accreditation by adhering to operating with high standards of ethical business practices.

Incorporated locally in 1938, BBB Serving the Pacific Southwest serves Greater Arizona and Southern California with campuses in Phoenix, San Diego, Newport Beach, Prescott, Yuma, and Lake Havasu City. Supported by over 20,000 BBB Accredited Businesses, BBB Serving the Pacific Southwest is one of the largest BBBs.

It’s innovative approach to business growth provides tools to ignite success including mentorship, online products and access to capital. Objective expertise educates the community on ethical behavior in the marketplace and how businesses can build trust. In 2020, people turned to BBB more than 447 million times by checking more than 270 million Business Profiles views – all available to the public for free at bbb.org.

Luke Amargo (Uh-Mar-Go) comes from a military family, and grew up in San Diego, CA, and moved her due to college and stayed because of his startup and his work at Grand Canyon University (where he met Dom Pachuilo).

Luke has won some assorted startup awards, 1st Arizona Institute for Digital Progress, 1st PHXMobileFestival, 1st SmartCityHackBarcelona, Top-64-SXSW, ACVC, Phoenix Business Journal 2020 Entrepreneurial Contest Finalist, 2nd Moonshot, & 1st Grand Canyon University’s pitch competition.

He works as a manager at Better Business Bureau serving the Pacific Southwest, the largest Trade Association in Arizona. Specifically, he is one of the key leaders and manages the local Empower by GoDaddy program, where they have a Main St. accelerator, and Massively Online Open Course/Incubator, and other events and programming dedicated to the Main St. Business owner.

He also is in the Navy Reserves and volunteers his time to mentor young businesses and business owners.

Connect with Luke on LinkedIn and follow BBB on Facebook, Twitter and Instagram.

About Our People and Profit Co-Hosts

Sarah McCraren is an Arizona native with a strong sense of community. Sarah spent many years in the corporate finance world specializing in the operational analysis, measurement and accountability systems, project management and software implementations. However, Sarah wanted to do work which was meaningful and would positively impact her community.

She found that saving lives and reducing injuries through comprehensive safety programs fit that bill. Sarah currently leads the McCraren Compliance team by keeping everyone focused on their primary purpose, creating workplaces where we all watch out for each other, and balancing the needs of all their stakeholders.

Sarah serves on the Boards for Conscious Capitalism Arizona and the Society for Mining, Metallurgy and Exploration Tucson Chapter, and is also active with the Arizona Builders Alliance, Arizona Rock Products Association , Arizona Transportation Builders and Women in Mining Az.

Sarah McCraren
Part of an Awesome Team
www.McCrarenCompliance.com
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His two plus decades of entrepreneurial experience, leading strategic initiatives and tailoring solutions for organizations, families and individuals has led to a strong appreciation of the profound impact business wields over the people it serves and relies upon.

It is his delight to explore with inspiration, show guests their experiences, observations and approaches to doing business in a people centered manner.

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Jonathan Wilson, Taylor English Duma

August 24, 2020 by John Ray

North Fulton Business Radio

Jonathan Wilson, Taylor English Duma

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Jonathan Wilson, Taylor English Duma (North Fulton Business Radio, Episode 275)

Jonathan Wilson of Taylor English Duma joins host John Ray to discuss his wide-ranging work as a business attorney, including how he helps with financings, business sales and transitions, and much more. “North Fulton Business Radio” is produced virtually by the North Fulton studio of Business RadioX® in Alpharetta.

Jonathan Wilson, Partner, Taylor English Duma

Jonathan B. Wilson is an experienced business lawyer who enjoys solving complex business and transactional problems for clients. He applies his more than 25 years of experience as an in-house lawyer, business adviser and strategist to help business executives and owners achieve negotiated solutions to technology and financial transactions.

Mr. Wilson is a member of the firm’s Corporate and Business Department and his practice includes corporate securities, corporate finance and governance, mergers and acquisitions, and intellectual property. He represents Fortune 100, middle-market and start-up companies.

Mr. Wilson was the general counsel or chief legal officer of Interland Inc., Web.com Group Inc. and EasyLink Services International Corp., where he advised senior management and the boards of directors on U.S. Securities and Exchange Commission (SEC) reporting, NASDAQ compliance, Sarbanes-Oxley matters, corporate governance, governmental affairs, contracts, litigation, intellectual property and mergers and acquisitions.

Mr. Wilson led Web.com’s legal department through its growth and merger with Website Pros Inc. in September 2007, at various times acting as the corporate secretary and the executive in charge of corporate development.

Mr. Wilson spent the first 10 years of his career in private practice with large Atlanta law firms, including a leading international firm and one of the nation’s most prestigious corporate firms.

Mr. Wilson has represented both large and small companies in outsourcing, patent licensing, software licensing, distribution and strategic alliance agreements.

In 2009, Mr. Wilson founded the Renewable Energy Committee of the American Bar Association’s Public Utility Section, and he chaired that committee, writing and speaking frequently on renewable energy and clean technology development through 2015.

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Taylor English Duma website

Questions/Topics Discussed in this Show

Start-ups – What makes them successful and pitfalls to avoid.
Financing your company – What types of financing exist and which are better suited for different business
Crowdfunding – What is it and does it really matter?
Selling your company – How does the process work (and how your attorney can help).
Lawsuits – How to avoid them and why they are almost always a bad idea for both sides!
Lawyers – How a good one can help your business grow (and how to figure out which are the good ones)

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, iHeart Radio, Stitcher, TuneIn, and others.

In Search of a Tech Savvy Lawyer, with Almeta Cooper, The AECooperGroup

August 24, 2020 by John Ray

North Fulton Business Radio

In Search of a Tech Savvy Lawyer, with Almeta Cooper, The AECooperGroup

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In Search of a Tech Savvy Lawyer, with Almeta Cooper, The AECooperGroup (North Fulton Business Radio, Episode 274)

Nationally recognized attorney Almeta Cooper joins host John Ray to define tech competence in attorneys and why business owners need tech savvy lawyers representing them. “North Fulton Business Radio” is produced virtually by the North Fulton studio of Business RadioX® in Alpharetta.

Almeta Cooper, The AECooperGroup

Almeta Cooper is a nationally known healthcare leader. Her C-Suite peers trust her judgment, experience, accountability and integrity. She resolves problems at all levels of complex healthcare organizations. Almeta is a calm center of leadership in a crisis. She is passionate about providing equality in healthcare.

From a 20,000 member healthcare professional association, to academic health professions institutions, to a $3 billion integrated healthcare delivery system, Almeta has provided strategic guidance and innovative solutions. She advised governing bodies and senior leaders how to respond to complex federal healthcare investigations, saving millions. She oversaw the integration of 800 independent physicians into a major medical center. She co-chaired a strategic initiative to integrate telemedicine into existing and future medical services for a leading healthcare academic institution.

Almeta serves on the board of the Health Care Cost Institute (HCCI), an independent research institute focusing on economic issues critical to the U.S. healthcare system. Almeta also serves on the Senior Living and Services Subsidiary Board and Health Care Quality Committee of National Church Residences (NCR), the nation’s largest not-for-profit provider of senior affordable housing and supportive services.

Almeta is past president of the American Health Lawyers Association (AHLA) and its board. She served as an advisory board member of the Women Business Leaders in the Healthcare Industry Foundation. She was corporate secretary for the OSU Wexner Medical Center board, and board liaison for the Ohio State Medical Association governing board. Almeta stays current with emerging board issues through her participation in the National Association of Corporate Directors.

Almeta was most recently senior vice president, general counsel, and corporate secretary for Morehouse School of Medicine. She is a Fellow of the American Bar Foundation and AHLA. Almeta is the 2012 recipient of the AHLA David J. Greenburg Service Award. She received recognition in the nation’s largest African American oral history video collection, The History Makers, for her significant contributions to the legal field.

Almeta holds a B.A. in German from Wells College and a J.D. from Northwestern University School of Law. She creates meaningful connections through personal and community service, and she describes her recent tandem skydiving jump as a lesson in trust and courage.

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Questions/Topics Discussed in this Show

What is important about a lawyer being tech savvy ?
Isn’t tech competence a part of what a lawyer should know how to do?
How should a person choose a lawyer and what do you ask about tech competence ?
When do you ask about tech competence? When you hire a lawyer?
How does a person know if a lawyer has met the standard for tech competence?
What is a common example of a problems caused when a lawyer lacks tech competence ?
What happens if my lawyer makes a mistake caused by a lack of tech competence? What should you do? Where do complain?
What’s a good tip for finding a tech savvy lawyer?